Firmbee

How to add a clause to the contact?

Choose contact details of the given company from the contact list. On the contact details form choose the Clauses tab. Then, click on the + Add a clause option which results in opening a new dialog box. Choose the name of the defined previously clause and add the starting date of its validity, as well as the way of communication (email or phone). To activate e-mail delivery tick the box Send e-mail and click Activate clause to confirm. All clauses related to the given client will be visible on the Clauses sent list.
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